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| | | | Interactive Report Demos | | | | | Portfolio Snapshot™ | | As a starting point for discussing investment recommendations, this FINRA-reviewed report helps explain composition, performance, diversification, and risk within an entire portfolio. |
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| | | | Portfolio X-Ray® | | In a simple, one-page format, this FINRA-reviewed report reveals an instant view of how diversified a portfolio is based on the underlying holdings of every managed investment and individual security it contains. |
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| | | | Portfolio Comparison | | Advisors use this FINRA-reviewed report to contrast key performance and style characteristics of a current portfolio with a proposed portfolio to convey how it’s more appropriate for a client or prospect. |
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| | | | Hypothetical Portfolio Illustration | | Presenting a real-world portrayal of a portfolio’s performance using historical data, this FINRA-reviewed report makes a case for how an advisor’s recommendations would have affected a client’s wealth. |
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| | | | Investment Detail™ | | Used alone or in combination with a portfolio report, the FINRA-reviewed Investment Detail Report provides background information for discussions about adding or removing a specific investment from a client’s portfolio. |
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| | | | Fund vs. Fund | | This FINRA-reviewed report compares and contrasts two fund offerings to support suggestions for replacing an investment in a portfolio or fund lineup. |
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| | | | Defined Contribution Plan Status | | When evaluating a plan lineup and suggesting improvements, advisors can use this FINRA-reviewed report to create a complete profile of a plan’s assets including composition, style and sector details, and fees. |
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| | | | Target-Date Fund Series | | Financial advisors and plan sponsors use this report to make informed decisions when evaluating a target-date fund series. |
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